W

WealthStone Portfolio holdings

AUM $287M
1-Year Est. Return 57.08%
This Quarter Est. Return
1 Year Est. Return
+57.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$21.2M
3
+$7.16M
4
AAPL icon
Apple
AAPL
+$2.62M
5
MSFT icon
Microsoft
MSFT
+$2.59M

Top Sells

1
+$29.5M
2
+$7.96M
3
+$4.83M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.19M
5
WEN icon
Wendy's
WEN
+$293K

Sector Composition

1 Consumer Discretionary 14.74%
2 Technology 7.75%
3 Financials 3.84%
4 Healthcare 3.83%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.28%
+12,557
52
$573K 0.27%
+11,241
53
$571K 0.27%
+4,779
54
$569K 0.27%
+4,211
55
$541K 0.26%
+8,780
56
$538K 0.26%
+2,689
57
$537K 0.26%
+8,000
58
$536K 0.26%
+20,000
59
$522K 0.25%
+1,843
60
$511K 0.24%
+6,920
61
$509K 0.24%
+5,000
62
$508K 0.24%
+13,214
63
$502K 0.24%
+544
64
$490K 0.23%
+9,334
65
$487K 0.23%
+12,963
66
$485K 0.23%
+2,056
67
$473K 0.23%
+4,147
68
$471K 0.22%
+2,785
69
$469K 0.22%
+2,541
70
$449K 0.21%
2,513
+864
71
$441K 0.21%
+3,959
72
$440K 0.21%
+3,211
73
$440K 0.21%
+2,224
74
$438K 0.21%
+8,575
75
$436K 0.21%
+4,327
1 2
3
4 5